VWA
IVW icon

Valued Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Valued Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.5K Hold
236
– – 0.01% 148
2026
Q1 		$26.7K Hold
236
– – 0.01% 149
2025
Q4 		$29.1K Sell
236
-303
-56% -$37.1K 0.01% 130
2025
Q3 		$65.1K Hold
539
– – 0.03% 71
2025
Q2 		$59.3K Sell
539
-2,464
-82% -$244K 0.03% 73
2025
Q1 		$279K Buy
3,003
+47
+2% +$4.74K 0.17% 31
2024
Q4 		$300K Buy
2,956
+2,355
+392% +$235K 0.19% 30
2024
Q3 		$57.5K Buy
601
+370
+160% +$34.2K 0.04% 68
2024
Q2 		$21.4K Buy
+231
New +$19.9K 0.01% 124

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Valued Wealth Advisors's IVW Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 236 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #148.

Valued Wealth Advisors first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. The position peaked at $300K in Q4 2024. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Valued Wealth Advisors held 236 shares of iShares S&P 500 Growth ETF worth $32.5K as of Q2 2026.
  • Valued Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Valued Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Valued Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $300K in Q4 2024.
  • 770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.